EFS
SBR

Essex Financial Services’s Sabine Royalty Trust SBR Stock Holding History

Essex Financial Services’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$696K Buy
9,237
+14
+0.2% +$998 0.04% 363
2025
Q4 		$632K Buy
9,223
+13
+0.1% +$945 0.04% 386
2025
Q3 		$732K Buy
9,210
+24
+0.3% +$1.71K 0.04% 335
2025
Q2 		$613K Sell
9,186
-229
-2% -$15K 0.04% 370
2025
Q1 		$637K Sell
9,415
-422
-4% -$28.1K 0.05% 330
2024
Q4 		$638K Sell
9,837
-112
-1% -$7.03K 0.05% 326
2024
Q3 		$600K Buy
9,949
+17
+0.2% +$1.07K 0.04% 342
2024
Q2 		$614K Sell
9,932
-2,025
-17% -$131K 0.05% 330
2024
Q1 		$760K Sell
11,957
-779
-6% -$48.7K 0.07% 244
2023
Q4 		$864K Buy
12,736
+1,422
+13% +$89.9K 0.09% 217
2023
Q3 		$746K Sell
11,314
-146
-1% -$9.59K 0.09% 220
2023
Q2 		$756K Sell
11,460
-30,869
-73% -$2.21M 0.09% 219
2023
Q1 		$3.04M Buy
42,329
+309
+0.7% +$24.3K 0.32% 77
2022
Q4 		$3.59M Buy
42,020
+6,091
+17% +$503K 0.38% 67
2022
Q3 		$2.55M Sell
35,929
-5,496
-13% -$389K 0.3% 80
2022
Q2 		$2.52M Sell
41,425
-3,083
-7% -$208K 0.28% 87
2022
Q1 		$2.57M Buy
44,508
+4,122
+10% +$217K 0.25% 97
2021
Q4 		$1.68M Sell
40,386
-22,162
-35% -$943K 0.17% 127
2021
Q3 		$2.68M Buy
62,548
+7,821
+14% +$311K 0.31% 80
2021
Q2 		$2.21M Buy
+54,727
New +$1.95M 0.32% 72

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Essex Financial Services's SBR Position: Q1 2026 in Review

Essex Financial Services increased its Sabine Royalty Trust (SBR) stake by 0.15% in Q1 2026, buying an estimated $998 and bringing the position to 9,237 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #363.

Essex Financial Services first reported a position in SBR in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.59M in Q4 2022. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Essex Financial Services held 9,237 shares of Sabine Royalty Trust worth $696K as of Q1 2026.
  • Essex Financial Services bought 14 Sabine Royalty Trust shares in Q1 2026, an estimated $998.
  • Sabine Royalty Trust made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #363 holding.
  • Essex Financial Services first reported a position in Sabine Royalty Trust in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Sabine Royalty Trust position peaked at $3.59M in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.